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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
476
SPI
Santori & Peters Inc
Pennsylvania
$151M +$484 1 46.86% Increased
477
Jefferies Financial Group
Jefferies Financial Group
New York
$150M -$108M 31 1.03% Reduced
478
Banque Transatlantique
Banque Transatlantique
France
$149M +$77.8M 11 3.58% Increased
479
Moran Wealth Management
Moran Wealth Management
Florida
$148M -$36.8M 16 4.54% Reduced
480
Private Advisor Group
Private Advisor Group
New Jersey
$148M +$288K 26 0.69% Increased
481
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$148M -$2.09M 11 1.81% Reduced
482
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$147M -$459K 1 0.7% Reduced
483
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$147M +$11.7M 4 1.52% Increased
484
Avantyr Capital Partners
Avantyr Capital Partners
New York
$147M +$159M 1 7.05% New
485
Huntington National Bank
Huntington National Bank
Ohio
$145M +$3.29M 49 0.8% Increased
486
Vest Financial
Vest Financial
Virginia
$145M -$2.74M 12 1.74% Reduced
487
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$145M -$8.13M 9 11.68% Reduced
488
Kestra Investment Management
Kestra Investment Management
Texas
$144M +$103M 7 2.49% Increased
489
Dorsey Asset Management
Dorsey Asset Management
Illinois
$144M +$155M 1 11.43% New
490
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$143M -$3.25M 8 0.84% Reduced
491
Whittier Trust
Whittier Trust
California
$142M +$15.5M 25 1.6% Increased
492
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$141M +$3.3M 49 1.53% Increased
493
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$140M +$2.66M 37 1.85% Increased
494
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$139M +$9.6M 49 0.71% Increased
495
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$139M +$30.1M 27 1.11% Increased
496
Needham Investment Management
Needham Investment Management
New York
$139M +$22.5M 12 7.11% Increased
497
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$139M +$20.7M 17 1.79% Increased
498
ACK Asset Management
ACK Asset Management
Connecticut
$138M -$30.4M 4 17.25% Reduced
499
Altshuler Shaham
Altshuler Shaham
Israel
$136M -$9.37M 10 2.46% Reduced
500
Allworth Financial
Allworth Financial
California
$136M +$36.9M 69 0.55% Increased